Role OverviewThe Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience.
What You Will Do
Serve as the primary point of contact for clients, deliver exceptional service and support via phone, email, and in-person interactions, and process and maintain client account requests.
Why It Might Be a Fit
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
Requirements
- In-office role M-F
- High school diploma or equivalent
- Prior customer service experience
- Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
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